Discovery call
& onboarding

Your onboarding process

Thinking of partnering with us? This is what you can expect.

Day 1

The intro

Complimentary call:You tell us about yourself & your business.We show you how we work with clients.What are your goals & values?Are we a good fit?How can we tailor our support?

Month 1

The handover

Smooth transfer:You sign up.We complete the boring / necessary admin stuff.We request and receive what we need from your previous accountant.We set your expectations for delivery of compliance work.

Month 2

The check-in

Next steps:We get to know you, your team and your business.We iron out any historical creases.We get your books up to date.We answer your questions.Cashflow and profit improvement meeting.

Month 3

Strategy session

Business plan:Clarify your vision.Set a 12 month plan and quarterly goals and actions.Start with the end in mind.Establish training and support needs.Best practiced from the get go.

Month 4-8

The work begins

Supplementary work:Cash flow forecast.Systems review.Tax planning.Accountability coaching.Organisational review.Risk review.

Month 9+

Are we on track?

Performance reviews:How are the numbers stacking up?How's our service been?Online check-in.

Year 1+

Refine & repeat

Your revised business plan:Celebrate your wins.Reset key initiatives.Adjust goals and redefine what success looks like.Leverage your time effectively.We provide a sounding board.Revise training & support needs.

Book a discovery call.
See how we can help you.

This discovery call is an opportunity for you to meet us, learn about our services and how we’ve helped other clients in your position.

It’s also a chance for us to get to know you and your business, to understand your goals, challenges and see if it’s a good fit.

During this short meeting we’ll discuss:

Let’s book your free discovery call now.

Choose a time in the calendar that suits you.

Helping the business and the people

     Excellent  
     Based on 26 reviews 
    
 
 
   
 
 
        
   Shelby Willis 
 2023-08-24
 
 
  Morgan has always been most helpful and super fast in helping me with my tax questions and needs.
  
 
       
   Jake 
 2023-08-14
 
 
  First class service and handled at a very personable level. Will definitely be recommending Creditte!
  
 
       
   Steven James 
 2023-08-08
 
 
  Working this year with Morgan was a great experience. He was recommended by a close friend and as soon as I called he was there to help. He helped navigate through difficult tax situations with ease and was always there to listen and help. So glad to be working with Morgan and the team on my returns. Customer for life
  
 
       
   John Dalle Cort 
 2023-05-05
 
 
  I run a financial planning practice and have recently worked with Morgan and the Creditte team to assist some mutual clients.  Their accounting firm in Brisbane are smart, efficient and client focused which creates a great client outcome.  Keep up the great work.
  
 
       
   Michelle Bowden 
 2023-05-04
 
 
  I'm really impressed by the outstanding service offered by Creditte and their team. Morgan's great at clarifying complex issues in a straightforward, no nonsense way and is very knowledgeable and friendly. Best accountant in Brisbane!
  
 
       
   Colin Wardle 
 2023-05-04
 
 
  Probably the best accounting firm in Brisbane. Quality service and people you can connect with. Highly recommended
  
 
       
   Philip Verner 
 2023-05-03
 
 
  These guys really looked after me and my business taking the time to help me understand and grow
  
 
       
   Matt Sloane 
 2023-05-03
 
 
  I deal with many accountants but I have found Morgan and his team, prompt, thorough, professional and easy to deal with. If you are looking for a switched on savvy accountant then look no further.
  
 
       
   Corbin Steinmuller 
 2023-03-08
 
 
  As a small custom home construction business, we rely on the Creditte team for their expertise to manage our finances and to help plan for financial success. Their team is incredibly knowledgeable and always up-to-date with the latest tax laws and regulations. They take the time to understand our business goals and work with us to create a financial strategy that ensures success. the entire team is professional, reliable, friendly and dedicated to the success of their clients and i would recommend to anyone looking to get serious about their business financials.
  
 
       
   Jackson Brigg 
 2022-12-13
 
 
  Best in Brisbane!

Discovery call& onboarding